Hayward v. Loper

35 N.E. 225, 147 Ill. 41
CourtIllinois Supreme Court
DecidedOctober 27, 1893
StatusPublished
Cited by11 cases

This text of 35 N.E. 225 (Hayward v. Loper) is published on Counsel Stack Legal Research, covering Illinois Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hayward v. Loper, 35 N.E. 225, 147 Ill. 41 (Ill. 1893).

Opinion

Mr. Justice Shope

delivered the opinion of the Court:

Two questions are presented for consideration, the first arising upon the construction of the will and first codicil, and the second, as to whether the legacy to Lodusky was paid by the cancellation and surrender of her note.

First—The special legatees contend that the sums mentioned in the first codicil, and aggregating $16,600, were withdrawn from the residuum, and descended to the heirs-at-law as intestate estate; that the testator having declared, by the codicil, that the share of Gideon B. Loper, which consisted of one-third of the testator’s estate after paying specific legacies, should “be reduced” $5000, and the like share of his daughter Ophelia should “be reduced” $8000, and the like share of his daughter Adriana should “be reduced” $3600, these several sums were raised out of the residuum, and, the testator having left the same undisposed of, it descended to his heirs-at-law. The circuit court found contrary to this contention, and ordered distribution, after payment of the specific legacies and expenses of administration, to and among the three residuary legatees, treating the several amounts mentioned in the codicil as intended to equalize the distribution of the residuum among them, the court holding, in effect, that the intention of the testator was not to divert any portion of the residuum of his estate from the three persons named as residuary legatees, but to change the portions, relatively, as between them.

Counsel for appellant, in their very able brief, call our attention to a line of authorities holding that where a portion or all of the devise of a residuum fails, it becomes intestate estate and descends to the heir-at-law. The distinction between the disposition the law makes of a lapsed.specific legacy, which, in the absence of a contrary intention manifested, necessarily falls into the residuum, and a lapsed or diminished portion of the residuum, is clearly defined. And it may, we think, be conceded, that if the residuary legacy to either Gideon, Ophelia or Adriana had lapsed for any reason, his or her interest could not have gone to the remaining residuary legatees, but to the heir-at-law, without affecting the determination of this case. Before that principle would become applicable, it must be found that the residuary legacy has been diminished or reduced, and the portion taken from the legatee not otherwise disposed of by the will.

It is to be presumed that the testator intended to dispose of his entire estate by his will, unless the presumption is rebutted by its provisions, or evidence to the contrary. (Higgins v. Dwen, 100 Ill. 554; Taubenhan v. Dunz, 125 id. 524.) In 2 Redfield on Wills, 235, it is said: “The idea of any one deliberately purposing to die testate as to a portion of his estate and intestate as to another portion, is so unusual in the history of testamentary dispositions as to justify almost any construction to escape from it.” In Leake v. Robinson, 2 Mei\ 363, it is by Sir William Grant, M. R, said: “There is certainly a strong deposition in the courts to construe a residuary clause so as to prevent an intestacy with regard to any of the testator’s property.” In Lett v. Randall, 10 Sim. 112, it is said by the vice-chancellor, that “one does not like to construe a will so as to make the testator die intestate, unless it is impossible to so construe it as to give effect to what may be fairly collected to have been his intention.” See, also, 2 Jarman on Wills, 469; Schofield v. Olcott, 120 Ill. 362.

It is clear that the testator originally intended to dispose of his entire estate, and did so in apt words, and the question is, whether by the codicil a different intention is clearly manifested. After having made the specific legacies to his daughters Lodusky and Lena, his son Cruce, and to his granddaughters, he gave, by the seventh clause of his will, the residuum of his estate to his three children, Gideon, Ophelia and Adriana, in equal parts, and with needless particularity expresses this intention, and adds separate clauses, giving to each one of said residuary legatees the one-third part of all his property, real and personal, after the special legacies are paid. Practically six years later this codicil was made, in which the testator recited these clauses, giving to each one-third of the residue. It is to be noticed that there is in this codicil no expressed intention of changing the devise of the residuum of his estate, the provision being, merely, that the respective portions which before then had been equal, should be reduced in unequal amounts. If we were permitted to look beyond the will itself, and into the offered evidence tending to show the changed condition of the testator’s estate, and what had been done with property that would have fallen into the residuum under the original will, no difficulty would be experienced in determining the purpose and intent of the testator. But the ambiguity, if any exists, is not latent, and extrinsic evidence is therefore not admissible to explain the will or show the intention of the testator. (Taubenhan v. Dunz, supra, and cases cited.) The object of construction is to ascertain the intention of the testator, and in the absence of latent ambiguity this is to be gathered alone from the will and codicil, considered as a whole, giving to each part the ordinary and natural meaning of the words employed, unless they are restrained and controlled by other words or clauses, or by the general purpose of the testator, expressed in the will. The will and codicil are to be construed together as one instrument, and force and effect are to be given to the words of each, except so far as the former may be changed, modified or restrained by the latter.

It is insisted, with great earnestness, that the words “be reduced,” mean, there shall be taken from the respective shares the amount named,—that is, there is by these words excepted out of the residuary, legacies the aggregate sum of $16,600. While this may be said to be one, and perhaps the ordinary, meaning of the word “reduced,” it is not the only one in common and ordinary use. Worcester’s second definition is: “To bring to a former state; to restore.” Third: “To bring into any state, but generally one of diminution, subordination or order,” etc. Webster:—“2. To bring to a state or condition specified, usually inferior or weaker, sometimes indifferent,” etc. “3. To bring to inferior state, with respect to rank, size, quality, value or the like; to diminish; to lower; to degrade or impair,” etc. When this language of the codicil is construed in connection with the preceding clause, the meaning of the testator becomes apparent. He recites, specifically, that on the 27th day of May, 1873, he had made his last will and testament, in writing, by which he had given and bequeathed to his son Gideon the one-third part of all his property, real and personal, after the special legacies are paid, and then follow like recitals in respect- of the two other residuary legatees. And the testator then says: “Now, therefore, I do by this writing, which I * * * declare to be a codicil,” etc., “order and declare that my will is, * * * the share of my.son Gideon be reduced,” etc., using the same language in respect to each of the others.' It is “therefore,” because of that which had preceded, that he orders the reduction of the several legacies.

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Bluebook (online)
35 N.E. 225, 147 Ill. 41, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hayward-v-loper-ill-1893.